证券代码：300229 证券简称：拓尔思 公告编号：2025-019 拓尔思信息技术股份有限公司 关于向特定对象发行股票限售股份解除限售上市流通 的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、本次解除限售的股份为拓尔思信息技术股份有限公司（以下简称"公司"） 于 2024 年 10 月向特定对象发行的股票，解除限售股份的数量为 78,328,981 股， 占公司目前总股本的 8.9660%。 2、本次解除限售股份的上市流通日期为 2025 年 4 月 29 日。 一、本次解除限售股份发行情况和公司股本变动情况 经中国证券监督管理委员会出具的《关于同意拓尔思信息技术股份有限公司 向特定对象发行股票注册的批复》（证监许可〔2024〕790 号）核准，公司向特定 对象发行人民币普通股（A 股）78,328,981 股，发行价格为 11.49 元/股，并于 2024 年 10 月 29 日在深圳证券交易所创业板上市，股份限售期为自新增股份上市之日 起 6 个月。 本次向特定对象发行股份实施完成后，公司股本总额由 795,291,951 ...

Core Viewpoint - The company,拓尔思信息技术股份有限公司, has disclosed its first quarter report for 2025, ensuring the accuracy and completeness of the information provided [9]. Financial Data Summary - The company has not made any retrospective adjustments or restatements to previous accounting data [3]. - The total number of shares issued in the recent private placement is 78,328,981 shares at a price of 11.49 yuan per share, raising a total of approximately 900 million yuan, with a net amount of about 890 million yuan [5]. Shareholder Information - The company has confirmed that there are no changes in the top ten shareholders or any significant changes in shareholding due to the transfer of shares for margin trading [5]. Audit Status - The first quarter report has not been audited [8].

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 拓尔思信息技术股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开 第六届董事会第十八次会议、第六届监事会第十二次会议，审议通过了《2025 年 第一季度报告》。 为使投资者全面了解公司经营成果、财务状况，公司《2025 年第一季度报 告》已于 2025 年 4 月 24 日在中国证券监督管理委员会指定的创业板信息披露网 站巨潮资讯网（www.cninfo.com.cn）披露，敬请投资者注意查阅。 证券代码：300229 证券简称：拓尔思 公告编号：2025-017 拓尔思信息技术股份有限公司 2025 年第一季度报告披露的提示性公告 特此公告。 拓尔思信息技术股份有限公司董事会 2025 年 4 月 24 日 1 ...

Revenue and Profitability - Revenue for Q1 2025 was ¥124,967,319.45, a decrease of 29.89% compared to ¥178,244,396.98 in the same period last year[5] - Net profit attributable to shareholders was -¥22,929,808.70, representing a decline of 184.14% from ¥27,252,720.64 year-on-year[5] - Basic and diluted earnings per share were both -¥0.0262, down 176.38% from ¥0.0343 in the same period last year[5] - Net profit for the period was a loss of ¥23,585,079.73, compared to a profit of ¥27,202,919.34 in the previous period, indicating a significant decline[23] - Operating profit turned negative at ¥-27,492,851.27, down from a positive ¥31,161,011.84 in the prior year[23] - Other comprehensive income after tax was a loss of ¥-53,041.93, contrasting with a gain of ¥25,515.85 in the prior year[23] Cash Flow - The net cash flow from operating activities improved to ¥42,160,300.02, a significant increase of 351.04% compared to -¥16,794,432.92 in the previous year[5] - Cash flow from operating activities generated ¥42,160,300.02, a turnaround from a negative cash flow of ¥-16,794,432.92 in the previous period[26] - Cash flow from investing activities resulted in a net outflow of ¥-60,423,622.27, compared to a net outflow of ¥-73,100,061.14 last year[27] - Cash and cash equivalents at the end of the period totaled ¥1,056,594,945.92, down from ¥1,076,036,446.46 at the beginning of the period[27] Assets and Liabilities - Total assets at the end of the reporting period were ¥4,457,098,819.47, a slight decrease of 0.55% from ¥4,481,824,962.63 at the end of the previous year[5] - The total current assets decreased from 2,143,649,525.84 RMB to 2,087,017,630.35 RMB, a decline of approximately 2.65%[18] - The total non-current assets increased from 2,338,175,436.79 RMB to 2,370,081,189.12 RMB, an increase of about 1.36%[19] - The company's total liabilities decreased slightly from 355,787,998.30 RMB to 354,699,976.80 RMB, a decrease of approximately 0.31%[20] - The company's cash and cash equivalents decreased from 1,082,730,950.21 RMB to 1,060,949,780.74 RMB, a decrease of about 2.02%[18] - The company's accounts receivable decreased from 268,592,664.07 RMB to 251,923,612.37 RMB, a decline of approximately 6.19%[18] - The company's inventory increased from 28,251,992.55 RMB to 30,445,867.38 RMB, an increase of about 7.77%[18] - The company's retained earnings decreased from 1,051,971,817.08 RMB to 1,029,042,008.38 RMB, a decrease of approximately 2.17%[21] - The company reported a total equity of 4,102,398,842.67 RMB, down from 4,126,036,964.33 RMB, a decrease of about 0.57%[21] Investments and Assets Changes - The company reported a 116.39% increase in right-of-use assets, totaling ¥14,476,687.94 due to the renewal of long-term lease contracts[12] - Intangible assets increased by 37.42% to ¥504,055,387.62, attributed to the capitalization of completed R&D projects[12] - Investment income rose by 157.07% to ¥4,470,927.48, reflecting increased returns from exited investment projects[12] - The company recorded a significant decrease of 96.08% in asset disposal gains, amounting to ¥282,095.05, compared to ¥7,200,064.47 in the previous year[12] Share Issuance - The company issued 78,328,981 shares at a price of 11.49 RMB per share, raising a total of approximately 900 million RMB[16]

Group 1 - The core viewpoint of the article highlights a significant financial performance with a revenue increase of 29.89% [1] - The company reported a total revenue of 2,292.98 million, indicating strong growth compared to previous periods [1] - The projected revenue for 2025 is estimated to reach 2,725.27 million, reflecting continued positive momentum in the industry [1]

Core Insights - The global multimodal large model industry has evolved through distinct phases, from early exploration (1956-2005) to rapid growth (2006-2019), the rise of large models (2020-2022), and now into a phase of widespread application starting in 2023 [1] Market Size and Growth - The global AI hardware market, particularly for servers, is projected to grow from $19.5 billion in 2022 to $34.7 billion by 2026, with a compound annual growth rate (CAGR) of 17.3% [3][4] - The market for servers specifically used for generative AI is expected to increase its share from 11.9% in 2023 to 31.7% by 2026 [4] Computational Demand - The demand for computational power in AI is increasing, with models like ChatGPT requiring significant resources; for instance, the GPT-3 model needs 1,750 billion parameters and consumes 3,640 PF-days of computational power [5] - A tenfold increase in model parameters can lead to more than a tenfold increase in computational requirements, influenced by model architecture and hardware capabilities [5] Large Model Market Dynamics - The global large model market is experiencing rapid growth, with an estimated size of $21 billion in 2023 and a projected increase to $28 billion in 2024, reflecting a year-on-year growth of 33% [7] Competitive Landscape - According to the SuperCLUE benchmark report, GPT-4o leads the global model rankings with a score of 81, while six Chinese models have surpassed GPT-4-Turbo-0409, indicating a strong competitive presence in the market [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300229 证券简称：拓尔思 公告编号：2025-007 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 立信会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 1、公司简介 ■ 2、报告期主要业务或产品简介 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 （一）行业概述：2024年软件与信息技术服务业发展态势良好 软件与信息技术服务业是国民经济和社会发展的重要支撑与引领产业。2024年，我国该行业运行良好， 软件业务收入达13.73万亿元，同比增长10%；利润总额1.7万亿元，增长8.7%。人工智能、云计算、大 数据等新兴领域贡献 ...

Core Viewpoint - The company reported a decline in revenue and significant losses in its 2024 annual report, despite ongoing investments in AI and big data technologies [1][4]. Group 1: Financial Performance - The company achieved total revenue of 777 million yuan, a year-on-year decrease of 0.59% [1]. - The net profit attributable to shareholders was a loss of 94.15 million yuan, representing a year-on-year decline of 358.17% [1]. - The non-recurring net profit was a loss of 171 million yuan, down 7121.78% year-on-year [1]. Group 2: AI and Big Data Developments - In 2024, the company made significant advancements in AI, particularly with the launch of the "Tuotian Big Model Integrated Platform" and "Tuotian Chain Intelligent Agent Platform," which have been successfully implemented in various sectors [4]. - The Tuotian Big Model has been applied in over 40 projects across nine verticals, enhancing the level of industry intelligence [4]. - R&D expenses increased by 8.16% year-on-year, accounting for 43% of total revenue, which is significantly higher than the industry average [4]. Group 3: Data Services and Market Challenges - The data services segment was a highlight for the company in 2024, with open-source intelligence revenue reaching 24.89 million yuan, a year-on-year increase of 111.89% [4]. - The overall performance of the data services segment was uneven, with big data software product and service revenue declining by 7.05% to 291 million yuan due to stabilizing digital transformation demands [5]. - Despite a 13.87% year-on-year growth in data service revenue, the overall growth rate has slowed, indicating increased market competition and structural adjustments in client budgets [5]. Group 4: International Expansion - The company's overseas business made substantial progress in 2024, with international revenue reaching 9.24 million yuan, a year-on-year increase of 55.04% [6]. - The company is focusing on markets in the Middle East, Southeast Asia, Latin America, and Belt and Road countries through its wholly-owned subsidiary, Tuotian International [6]. - Despite significant growth in international business, it still represents only 1.2% of total revenue, and the company plans to invest 8 million USD for further overseas market expansion [6].

Group 1 - The core viewpoint of the news is that as of April 17, 2025, a total of 114 institutional investors disclosed holding shares in Tuolisi (300229.SZ), with a combined holding of 309 million shares, accounting for 35.37% of the total share capital [1] - The top ten institutional investors hold a combined proportion of 33.73%, which has decreased by 4.06 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three public funds reported a decrease in holdings compared to the previous quarter, with a reduction rate of 0.27% [2] - A total of 106 new public funds were disclosed this period, including notable funds such as Huabao Zhongzheng Financial Technology Theme ETF and Huaxia Panli One-Year Open Mixed A [2] - One foreign fund, Hong Kong Central Clearing Limited, reported a decrease in holdings, with a reduction rate of 0.29% [2]

拓尔思2024年年报显示，公司在营收微降的情况下，净利润出现大幅下滑，扣除非经常性损益的净利润 更是同比下降7121.78%。与此同时，公司在研发上持续投入，现金流状况也有所波动。这些变化背后 反映了公司怎样的经营状况和潜在风险？本文将为您深入解读。 关键财务数据概览主要会计数据|项目|2024年|2023年|本年比上年增减| |---|:---:|:---:|:---:| |营业收入 （元）|69,459,171.56|45,940,871.74|51.19%| |基本每股收益（元/股）|-0.1165|0.0467|-349.46%| |加权平均 净资产收益率|-2.74%|1.13%|-3.87%| |资产总额（元）|4,481,824,962.63|3,746,005,629.18|19.64%| |归属于上 市公司股东的净资产（元）|4,125,239,803.11|3,352,105,013.12|23.06%|主要财务指标变动显著：归属于上 市公司股东的净利润和扣除非经常性损益的净利润降幅惊人，分别达到358.17%和7121.78%，这表明公 司核心经营业务面临较大挑战。而经营活动产生的现金流 ...